SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1 +$944K
2 +$348K
3 +$278K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$242K
5
BND icon
Vanguard Total Bond Market
BND
+$231K

Sector Composition

1 Consumer Staples 9.39%
2 Technology 4.94%
3 Financials 3.52%
4 Healthcare 2.71%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$0 ﹤0.01%
+2
1452
$0 ﹤0.01%
+1
1453
$0 ﹤0.01%
+1
1454
$0 ﹤0.01%
+8
1455
$0 ﹤0.01%
+2
1456
$0 ﹤0.01%
+1
1457
$0 ﹤0.01%
+6
1458
$0 ﹤0.01%
+3
1459
-9
1460
$0 ﹤0.01%
+6
1461
$0 ﹤0.01%
+5
1462
$0 ﹤0.01%
+7
1463
$0 ﹤0.01%
+3
1464
$0 ﹤0.01%
+14
1465
$0 ﹤0.01%
5
1466
$0 ﹤0.01%
+3
1467
$0 ﹤0.01%
+3
1468
$0 ﹤0.01%
+3
1469
$0 ﹤0.01%
+4
1470
$0 ﹤0.01%
+10
1471
$0 ﹤0.01%
+2
1472
$0 ﹤0.01%
+1
1473
$0 ﹤0.01%
+1
1474
$0 ﹤0.01%
+1
1475
$0 ﹤0.01%
+2